HPFG
AMZN icon

Hart & Patterson Financial Group’s Amazon AMZN Stock Holding History

Hart & Patterson Financial Group’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$295K Sell
1,343
-127
-9% -$26K 0.14% 60
2024
Q3 		$274K Buy
1,470
+50
+4% +$9.12K 0.13% 62
2024
Q2 		$274K Buy
1,420
+60
+4% +$11K 0.14% 56
2024
Q1 		$245K Buy
1,360
+3
+0.2% +$501 0.12% 61
2023
Q4 		$206K Buy
+1,357
New +$190K 0.11% 58

Other funds holding AMZN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hart & Patterson Financial Group's AMZN Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its Amazon (AMZN) stake by 8.6% in Q4 2024, selling an estimated $26K and leaving 1,343 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #60.

Hart & Patterson Financial Group first reported a position in AMZN in Q4 2023 and has held it in 5 quarters since. 5,542 funds tracked by Wall St. Rank hold AMZN as of Q4 2024.

  • Hart & Patterson Financial Group held 1,343 shares of Amazon worth $295K as of Q4 2024.
  • Hart & Patterson Financial Group sold 127 Amazon shares in Q4 2024, an estimated $26K.
  • Amazon made up 0.14% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #60 holding.
  • Hart & Patterson Financial Group first reported a position in Amazon in Q4 2023 and has held it in 5 quarters since.
  • 5,542 funds tracked by Wall St. Rank held Amazon as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.